Amerikanske aktier — Maj 2026
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CNN "Big Tech’s massive spending is back in focus on Wall Street" https://edition.cnn.com/2026/05/04/investing/us-stocks-tech-ai
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CNN "Pentagon strikes deals with 8 Big Tech companies after shunning Anthropic"
https://edition.cnn.com/2026/05/01/tech/pentagon-ai-anthropic -
(cont.) Pentagons budget udgør omkring 13-15% af det føderale budget i USA. Det kan diskuteres, hvorvidt politisk og administrativ kontrol fungerer i dag, men United States Department of Defense har i utallige år haft problemer med at få sine regnskaber revisor-godkendt grundet væsentlige mangler i regnskabsføringen... Det burde bekymre enhver, hvor pengene forsvinder hen, især under denne administration.
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"Opråb fra Europa's Tech elite" https://proinvestor.com/boards/132193/
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USA/lukning: Rekordkurs afsporet af bekymring om Mellemøsten og stigende oliepriser https://proinvestor.com/investornyt/1442129/usa-lukning-rekordkurs-afsporet-af-bekymring-om-mellemosten-og-stigende-oliepriser
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USA/åbning: Robust jobrapport og fremgang til chipaktier sætter Mellemøsten i skyggen https://proinvestor.com/investornyt/1442293/usa-abning-robust-jobrapport-og-fremgang-til-chipaktier-saetter-mellemosten-i-skyggen
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En ven sendte mig en figur, der viste, hvor koncentreret markedsvaerdien er i top 10 og sammenlignet med dot-com, nifty fifty, osv.. Jeg har set flere varianter af samme figur. En figur jeg ikke har set er gearing og laante penge ift total markedsvaerdi og BNP. Saa jeg lavede figuren selv: https://bsky.app/profile/midgardfinance.com/post/3mlibcc6op22b [Bluesky]
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Her figuren "Peak concentration levels of major bubbles": https://substack.com/@kakashiii111/note/c-255689541 [Substack]
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